中国科技与通信行业_花旗 2025 中国峰会关键要点 —— 内存涨价、可折叠 iPhone、OpenAI 边缘人工智能、人工智能 PCB、智能眼镜

17 Nov 2025 03:47:51 ET │ 13 pages Vi e w p o i n t | China Technology & Communications Key Takeaways from Citi 2025 China Conference – Memory Price Hike, Foldable iPhone, OpenAI AI Edge, AI-PCB, Smart Glasses CITI'S TAKE 26 China/HK tech companies joined Citi 2025 China Conference. Key takeaways: (i) supply chain believes memory price hike should impact low- to-mid end models but not high-end, while OEMs may raise ASP to mitigate impact; (ii) foldable flagship smartphone will drive UTG, hinge spindle, heat ...